Tax and financial planning for Partners

Solicitors Update Webinar

Partners of professional practices and legal firms are often unaware of the personal wealth and tax planning opportunities unique to them.

In November 2021, we hosted a webinar is designed specifically for partners considering their future finances and looking to understand the options available. Expert speakers David Crowter and Tom Reed discussed the most tax efficient options, including:

  • Pension planning as a source of future income and a tax-saving strategy
  • Tax efficient investing and ways of saving for the future
  • Protection for partners and your employees
  • Tax planning for other investment incomes and assets

If you missed the webinar, you can watch the recording below.


David Crowter, Partner, Tax Services, Carpenter Box
Tom Reed, Head of Gatwick – Financial Advisers, Carpenter Box Financial Advisers